Portfolio (Quarterly)
Guide ↗
Kohmann Bosshard Financial Services, LLC
· CIK 0001696615| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | WDS | WOODSIDE ENERGY GROUP F | Energy | 5,064 | $79K | 0.01% | SOLD |
| 242 | — | CONSERVATIVE POOL | — | 3,759 | $78K | 0.01% | SOLD |
| 243 | PAAS | PAN AMERN SILVER CORP F | Basic Materials | 1,500 | $78K | 0.01% | SOLD |
| 244 | — | AMERICAN FUNDS AMERICAN | — | 1,256 | $75K | 0.01% | SOLD |
| 245 | ADP | AUTOMATIC DATA PROCESSIN | Industrials | 290 | $75K | 0.01% | SOLD |
| 246 | PLTR | PALANTIR TECHNOLOGIES IN | Technology | 415 | $74K | 0.01% | SOLD |
| 247 | LSCC | LATTICE SEMICONDUCTOR CO | Technology | 1,000 | $74K | 0.01% | SOLD |
| 248 | UFPI | UFP INDS INC | Basic Materials | 798 | $73K | 0.01% | SOLD |
| 249 | PRU | PRUDENTIAL FINL INC | Financial Services | 660 | $72K | 0.01% | SOLD |
| 250 | — | DFA LARGE CAP INTERNATIO | — | 2,080 | $72K | 0.01% | SOLD |
| 251 | FNDC | SCHWAB FUNDTL INTRNL SML | — | 1,579 | $70K | 0.01% | SOLD |
| 252 | ALB | ALBEMARLE CORP | Basic Materials | 492 | $70K | 0.01% | SOLD |
| 253 | — | VANGUARD HEALTH CARE ADM | — | 806 | $69K | 0.01% | SOLD |
| 254 | — | COLUMBUS OHIO | — | 65,000 | $69K | 0.01% | SOLD |
| 255 | GD | GENERAL DYNAMICS CORP | Industrials | 204 | $69K | 0.01% | SOLD |
| 256 | XT | ISHARES FUTURE EXPONENTL | — | 978 | $68K | 0.01% | SOLD |
| 257 | CTAS | CINTAS CORP | Industrials | 360 | $68K | 0.01% | SOLD |
| 258 | — | CLEVELAND OHIO WTR | — | 65,000 | $67K | 0.01% | SOLD |
| 259 | — | OHIO ST WTR DEV AUT | — | 60,000 | $66K | 0.01% | SOLD |
| 260 | CHD | CHURCH & DWIGHT INC | Consumer Defensive | 784 | $66K | 0.01% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
25.8%
Industrials
10.2%
Communication Services
9.3%
Consumer Cyclical
6.4%
Energy
4.1%
Utilities
3.8%
Healthcare
3.5%
Consumer Defensive
2.4%
Basic Materials
1.9%